Macro outlook for 2026 and key drivers

Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International Finance (IIF), JP Morgan, Barclays, the New York Fed and World Bank. He was educated at Oxford University and lives in the US. In the podcast, we talk about:

• US Labour Market Dissonance
• Trump's "Elizabeth Warren" Populism
• The Productivity Mystery
• Fed Under Pressure
• Sticky Inflation Through 2027
• Global Business Disruptions
• Extreme Oil Volatility
• Japan's Policy Pivot
• China's Sluggish Consumer
• European and UK Growth
• Historical Parallels to Populism